Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Greco is a financial advisor with LPL Financial LLC. Richard has been in the financial services industry since 1992. Richard is registered in 12 states, including Indiana, California, Florida and Texas. Richard is also a Registered Investment Advisor and holds the Series 6, 7, 63, 65 and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
12/02/2016 - Present
LPL Financial LLC (BROWNSBURG IN)
IN
10/26/2006 - 01/19/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (BLOOMINGTON IN)
PA
07/16/2004 - 10/04/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (DAUPHIN PA)
FL
06/23/2003 - 07/07/2004
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
IA
10/13/1999 - 06/26/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NJ
12/19/1991 - 10/11/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/19/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 11/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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